How would you describe your role within AEON?
I advise a broad range of clients, ranging from first time buyers seeking their first mortgage, through to clients seeking investment and pension advice or advice on estate planning and long-term care. AEON are associates of the Society of Later Life advisers and our Managing Director Tony and myself are working towards full accreditation. I believe it is exceptionally important that potentially vulnerable clients are provided with ethical advice in a way that would be expected by both themselves, their family and their loved ones.
What qualifications do you hold?
Certificate in Long-Term Care Insurance, Certificate in Equity Release, Certificate in Mortgage Advice, Level 4 Diploma for Financial Advisers.
What is the most valuable piece of advice you have been given?
If you’re worried about something, identify the worst possible outcome. It’s often nowhere near as bad as you think.
What interests do you have?
I am in my fifth year of completing an Open University degree in English Language and Literature, with only one more year to go. In addition, I enjoy travelling – generally anywhere sunny and spending time with family and friends.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Honeymoon in St Lucia, by far the most luxurious holiday I’ve ever been on. Travelling around South East Asia, especially Japan and Vietnam come a close second.
Being a book lover this is very tricky! A close call between ‘A Thousand Splendid Suns’ and ‘The Kite Runner’ both written by Khaled Hosseini.
As a family we play more ‘general’ games as opposed to board games, my favourite being ‘Scattegories’. Normally it ends up with a lot of bickering and accusations of cheating (all in good jest!).